Inherent Opinion

World Economic Forum Op-Ed

Investors: the time for net zero is now As investors, we are making our own commitments to reach net-zero emissions in our portfolios. We do so not only because of the climate emergency, but also after considering the incredible … Read More

Tony Davis discusses Inherent’s ESG approach on White Collar Briefly

Perkins Coie Partner Kevin Feldis discusses Inherent Group’s ESG approach and framework on episode 25 of White Collar Briefly. Key topics include measuring ESG, assessing corporate culture, improved disclosure and the SEC’s increased focus on ESG within the division of … Read More

Inherent Group’s UNPRI Case Study

The PRI (Principles for Responsible Investment) works with investors, industry associations and service providers to innovate and educate in incorporating environmental, social and governance factors into the investment decision-making process.  As part of PRI’s hedge fund investment case study … Read More

Net Zero Asset Managers Commitment

Today Inherent Group joined 29 other asset managers globally in the Net Zero Asset Managers Commitment. The commitment recognizes “an urgent need to accelerate the transition towards global net zero emissions and for asset managers to play our part … Read More

Using ESG to Enhance Fixed-Income Returns: The Case of Inherent Group

At Inherent Group we aim to earn above-market risk-adjusted returns in businesses that are environmentally and socially as well as financially sustainable. We apply environmental, social, and governance (ESG) analysis throughout every stage of our investment process across the … Read More

Inherent PM Nikhil Mirchandani on ESG and Credit

Asked by Bloomberg Markets what will be the next big ESG issue, Inherent Group PM Nikhil Mirchandani suggested: “While incorporating ESG into public and private equity investing has gained considerable momentum, we expect to see it adopted more broadly … Read More

Letter to DOL urging withdrawal or modification of RIN 1210-AB95

In July 2020 Inherent Group CEO/CIO Tony Davis wrote to Assistant Secretary Wilson regarding the proposed Department of Labor Employee Benefits Security Administration’s rule, Financial Factors in Selecting Plan Investments, Regulatory Identifier Number (RIN) number 1210-AB95.  He expressed concern … Read More

Inherent’s CEO Tony Davis on HBS Climate Conference Panel

In a Harvard Business School (HBS) panel discussion March 4, 2020 titled Uncovering and Pricing Climate Risk in Long-Term Investments moderated by George Serafeim of HBS, Wendy Cromwell of Wellington, Tony Davis of Inherent Group, Audrey Choi of Morgan Stanley, … Read More

Hedge Funds Push Deeper Into ESG as More Products Come Online

Inherent Group is featured in this article on alternative strategies and ESG integration: For Tony Davis, the route to ESG investing came after a successful run as the co-founder of Anchorage Capital Group… Davis describes [Inherent Group] as an … Read More

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Inherent Innovation: Financing Education via Pursuit Bonds

Inherent Foundation helped create and invested in an innovative financing structure called Pursuit Bonds, which are helping provide workforce training to those with great potential and great need via the Pursuit organization. ‘So far, the graduate placement rate exceeds … Read More

The Third Dimension

Over the coming year, global capital markets may face a trio of torpedoes in the water: slowing growth, rising interest rates, and net aggregate withdrawal of liquidity by the world’s major central banks. Value-oriented managers are looking forward to … Read More

SDG Investor Seminar

On December 3, 2018, Tony spoke at the Morgan Stanley SDG Investor Seminar. (The SDGs are the UN’s Sustainable Development Goals.) Tony discussed how Inherent integrates the SDGs into our investment process, primarily using them as a way to … Read More

Despite Headlines, US Climate Policy Advances

Mid-term election results showed that decarbonization remains a second-tier issue for most voters. Initiative 1631, a carbon tax in Washington State was defeated, the second time the Washington electorate voted no on a carbon tax. In addition, Carlos Curbelo, … Read More

Inherent Group Joins Open Letter to New GE CEO

Inherent Group joined a group of investors in signing an open letter, released today, to Mr. Lawrence Culp, the new CEO of General Electric. The letter urges GE to invest more in the development and deployment of clean power … Read More

ESG Can Improve Corporate and Investment Performance

There’s long been a debate about the role of business in society, which I’ll address in a later post. For now, let’s stick with related question of whether it pays for an investor to focus on ESG. There’s a … Read More

Death by Survey

Over the past year we have spoken with dozens of companies about ESG performance and disclosure. Sustainability teams are thinly staffed and overwhelmed by the sheer volume of surveys, requests for information, and the alphabet soup of reporting frameworks … Read More